Sentences with phrase «as a financial advisor»

He has also acted as financial advisor to a number of not for profit organisations around financial management and governance.

People hire specialists such as financial advisors and personal trainers to handle so many aspects of their lives, so why not use a professional to help you find someone special.

Do NOT borrow a loan!!!! I worked as a financial advisor for years!

Entry level financial analyst with two years experience as a financial advisor.

As a financial advisor for more than 20 years, I've seen that newly found wealth can make us irrational.

A successful start to your career as a financial advisor is our responsibility.

Seeking to obtain a position as a financial advisor that will let me utilize my proven record of attaining and surpassing the corporate goals of your organization.

Maybe it was the stress of my job as a financial advisor.

While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience.

Our knowledge and accountability as a financial advisor can help you take the necessary actions to meet your goals.

He began earning a significant amount of money as a financial advisor.

Traditionally, our efforts as financial advisors are focused 90 % on our investments and 10 % on our behavior, these numbers should be reversed.

As my financial advisor says, any debt that you're making money on is good debt, and you want as much of it as you possible can have.

The point is you can not view your lender as a financial advisor.

They work mainly as a financial advisor, but also look to see how they can repair your credit.

One of my most important goals as a financial advisor is to provide relevant, comprehensive financial education to the masses.

Some advisors we meet with state that part of their value proposition as financial advisors and wealth managers is selecting good managers for their clients.

I mean, essentially some of you define as what I see as a financial advisor, 90 % of our clients are securities licensed.

They also act as financial advisors, working with individuals to assist and guide people with their financial decision and make recommendations.

Investors may buy shares (or portions) directly from the fund or through registered individuals such as your financial advisor.

He has over 26 years of industry experience as a financial advisor.

She's worked as a financial advisor and planner for over a decade.

As a financial advisor for 16 years, she saw a real need to increase women's confidence.

The financial vehicle to use for a deferred compensation plan is largely a matter of financial advice AND we aren't purposing to serve as a financial advisor in raising this question for this or any other article.

Captec considered a number of options, including going private, but as early as January it hired UBS Warburg LLC as its financial advisor in connection with a possible sale.

He started his career as a financial advisor with A.G. Edwards & Sons in 2001.

If the Fiduciary Standard is applied to brokers as well as financial advisors as has been discussed, there will for sure be lots of change, but to announce the death knell of the advice business is as ludicrous as saying there will no longer be a demand for teachers or doctors.

Still, the Golden Globes nominated Jason Bateman for his work as a financial advisor who flees Chicago after a drug cartel wants him dead.

I have also developed qualities such as attention to detail through my prior experience working as a financial advisor at Johnson Holdings, Inc. and as an accounting intern at Financial Future.

The funds performed quite abysmally (I don't know whether that had to do with the market at the time or the funds themselves) and about five years later I transferred my investments to a friend that had just received her license as a financial advisor.

In an underwriting, the additional payment the Financing Group receives over and above their original entitlement for their services as financial advisors and syndicate managers or leads.

Goldman Sachs Investment Banking Division and Nomura Securities International, Inc., acted as financial advisors on the transaction.

Looking for a challenging position as a financial advisor where I can use my exceptional communication and interpersonal skills, grasp of financial matters and expertise in bringing good business to be a valuable team player in the success of your organization.

Financial advisor resume objective 1: To work in a reputed company as a financial advisor because I am sure that my exceptional qualifications, my aptitude for finance and my sound decision making capabilities will be well utilized in this job.

I just started training as a financial advisor after finishing my MBA so my expertise is more along the lines of other investment options, but I agree on the blend of Whole and Term Life Insurance to keep costs down and still have flexibility long term.

And it's not likely your bank will present any choices other than their own, says Allen Katz, a certified financial planner in Staten Island, New York, who previously worked in banks as a financial advisor.

His parents were «not artsy», Dano has said, his father working as a financial advisor while his mother stayed at home to raise Dano and his sister.

Cary Guffey, who played the young boy abducted by aliens in Steven Spielberg's 1977 classic «Close Encounters of the Third Kind,» now oversees $ 170 million in assets as a financial advisor.

Riot Blockchain announced Tuesday it raised $ 37 million in gross proceeds from subscription agreements with accredited investors for Riot shares, with Canaccord Genuity as financial advisor.

Jim Freeman, CFP ® is the founding Principal and President of Financial Alternatives, Inc. and has served private clients as a financial advisor for over 20 years.

«I've dedicated the past 20 years of my life — first as a financial advisor and now as a financial educator — to providing objective financial advice to millions of Americans via my books, seminars and media appearances,» Bach said in a statement.

Neither Janney Montgomery Scott LLC nor its Financial Advisors (in their capacity as Financial Advisors) give tax, legal, or accounting advice.

Kirkland & Ellis and Klehr Harrison Harvey Branzburg are serving as VER's legal counsel, with AlixPartners as its restructuring advisor and PJT Partners as its financial advisor.

Prior to joining Wells Fargo & Company, Mr. Taback served in various finance and investment roles with Blockbuster Entertainment (Viacom) supporting their music and Latin American divisions, and spent time working for Raymond James & Associates as a financial advisor.

Amy Wasser joined Edward Jones as a financial advisor in 1999 in Pleasant Hill, Calif., where she continues to partner with individual investors today.

During his time as a financial advisor, Carani served in several regional leadership roles, completed three asset - sharing programs and attended 11 Managing Partner's Conferences.

Luebbert graduated cum laude from Westminster College with a bachelor's degree in economics and worked as a financial advisor intern for Edward Jones during college.